|
⚲
|
| Peak Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 317288 |
| SEC # | 801-135890 |
| CIK # | 0002097384 |
| AUM | $93.0 M (2026-05-04) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 818-600-6099 |
| Address | 21201 Victory Blvd Canoga Park, CA 91303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002097384 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.1 | ||
| Nvidia Corp | 10.4 | ||
| Microsoft Corp | 10.3 | ||
| Applied Materials Inc /DE | 8.7 | ||
| Alphabet Inc | 8.1 | ||
| Amazon Com Inc | 7.6 | ||
| Allspring Income Opportunities Fund | 7.4 | ||
| First Trust Intermediate Duration Preferred & Income Fund | 7.0 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Alphabet Inc | 5.5 | ||
| KLA Tencor Corp | 4.9 | ||
| SPDR Gold Trust | 3.3 | ||
| Broadcom Inc | 2.3 | ||
| Palantir Technologies Inc | 2.2 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 24.5 |
| (b) Individuals (high net worth individuals) | 37 | 68.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 93.0 |
| By Discretionary | ||
| Discretionary | 300 | 93.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 93.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.0 | |
| Total | 300 | 93.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097384] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
|
Lion Capital Advisors LLC
✚
|
FL | 0.1 |
|
Sebetic Advisors LLC
✚
|
0.1 | |
|
Bayridge Financial Group Inc
✚
|
NY | 0.1 |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |
|
Voss Wealth Management LLC
✚
|
NY | 0.1 |
|
Tweddell Goldberg LLC
✚
|
0.1 | |
|
Thinking Big Financial Inc
✚
|
NY | 0.1 |
|
Family Partners Capital LLC
✚
|
MA | 0.1 |
|
Pruneyard Financial Group Inc
✚
|
CA | 0.1 |